Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 30 | 1 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Huber Capital Management LLC | 42 | 42 | 0.26% | 1.60% | 2.88% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 27 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 31 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 37 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Arizona State Retirement System | 18 | 8 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 40 |
State of Tennessee, Treasury Department | 32 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
NORGES BANK | 40 | 40 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 40 |
Vulcan Value Partners, LLC | 39 | 39 | 0.18% | 0.53% | 1.08% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
FMR LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 38 |
Louisiana State Employees Retirement System | 14 | 10 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 38 |
BANK OF MONTREAL /CAN/ | 36 | 1 | 0.00% | 0.01% | 0.19% | Q2 2013 | Q3 2022 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
BROWN ADVISORY INC | 30 | 1 | 0.00% | 0.08% | 0.20% | Q1 2014 | Q3 2023 | 37 |
Riggs Asset Managment Co. Inc. | 24 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
Hartford Financial Management Inc. | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.06% | 0.13% | Q2 2015 | Q3 2023 | 34 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 23 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Citadel Advisors | 19 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2023 | 33 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2021 | 32 |
MACQUARIE GROUP LTD | 26 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 32 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 31 |
WCM INVESTMENT MANAGEMENT, LLC | 29 | 29 | 0.01% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 29 |
KBC Group NV | 12 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 29 |
AQR Capital Management | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 28 |
KEYBANK NATIONAL ASSOCIATION/OH | 19 | 9 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2019 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Parkside Financial Bank & Trust | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
PineBridge Investments, L.P. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Sutton Wealth Advisors Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 27 |
WHITTIER TRUST CO OF NEVADA INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
CNA FINANCIAL CORP | 26 | 26 | 0.13% | 0.27% | 0.42% | Q2 2013 | Q3 2019 | 26 |
Field & Main Bank | 14 | 4 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 26 |
Bartlett & Co. LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 25 |
SYNOVUS FINANCIAL CORP | 15 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 25 |
FIRST TRUST ADVISORS LP | 12 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q1 2020 | 24 |
SANTA MONICA PARTNERS LP | 24 | 24 | 0.48% | 0.79% | 1.22% | Q4 2017 | Q3 2023 | 24 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
LS Investment Advisors, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2021 | 23 |
Nuveen Asset Management, LLC | 19 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 22 |
SEI INVESTMENTS CO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 21 |
GLENMEDE TRUST CO NA | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 21 |
FRANKLIN RESOURCES INC | 12 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 21 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Schonfeld Strategic Advisors LLC | 17 | 1 | 0.01% | 0.18% | 0.50% | Q2 2018 | Q3 2023 | 20 |
AWH Capital, L.P. | 20 | 20 | 1.78% | 9.06% | 13.32% | Q4 2018 | Q3 2023 | 20 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PANAGORA ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 20 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2020 | 19 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Cubist Systematic Strategies, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2022 | 19 |
Russell Investments Group, Ltd. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2022 | 19 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.02% | 0.16% | 1.15% | Q2 2013 | Q2 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 13 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Brandywine Global Investment Management, LLC | 17 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ROYCE & ASSOCIATES LP | 18 | 18 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2017 | 18 |
NISA INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 17 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 17 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
Freedom Investment Management, Inc. | 9 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 17 |
Gotham Asset Management, LLC | 11 | 6 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q4 2021 | 17 |
LOEWS CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 16 | 16 | 0.00% | 0.02% | 0.24% | Q4 2015 | Q3 2019 | 16 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 9 | 7 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 16 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 13 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 16 |
ProShare Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 16 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Marcato Capital | 15 | 15 | 0.21% | 0.83% | 1.47% | Q3 2015 | Q1 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 15 |
BW Gestao de Investimentos Ltda. | 15 | 15 | 0.14% | 0.31% | 0.61% | Q2 2016 | Q4 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
ClariVest Asset Management LLC | 12 | 1 | 0.00% | 0.17% | 0.38% | Q3 2014 | Q1 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
PEREGRINE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.37% | 0.45% | 0.53% | Q3 2016 | Q1 2020 | 15 |
Geneos Wealth Management Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 15 |
WEATHERBIE CAPITAL, LLC | 15 | 15 | 1.09% | 2.51% | 4.30% | Q2 2013 | Q4 2016 | 15 |
GLOBEFLEX CAPITAL L P | 8 | 6 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q4 2022 | 14 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 14 |
HSBC HOLDINGS PLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 14 |
OFI Advisors LLC | 11 | 2 | 0.01% | 0.01% | 0.02% | Q1 2012 | Q3 2015 | 13 |
OppenheimerFunds, Inc. | 10 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2019 | 13 |
Philadelphia Financial Management of San Francisco, LLC | 7 | 1 | 1.44% | 3.16% | 5.61% | Q1 2017 | Q1 2022 | 13 |
Man Group plc | 7 | 6 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 13 |
WFG Advisors, LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 13 |
Newtyn Management, LLC | 8 | 2 | 1.04% | 2.24% | 4.70% | Q4 2018 | Q3 2022 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 13 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2021 | 13 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
Jacobi Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Aperio Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2020 | 13 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2021 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
AlphaOne Investment Services, LLC | 12 | 12 | 0.02% | 0.26% | 0.80% | Q3 2017 | Q2 2020 | 12 |
PUTNAM INVESTMENTS LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 12 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
WASATCH ADVISORS LP | 11 | 11 | 0.07% | 0.16% | 0.32% | Q2 2013 | Q4 2015 | 11 |
Gator Capital Management, LLC | 6 | 5 | 1.25% | 2.78% | 4.60% | Q4 2014 | Q3 2023 | 11 |
Heritage Wealth Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
Allianz Asset Management GmbH | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
RMB Capital Management, LLC | 11 | 11 | 0.69% | 1.40% | 2.29% | Q2 2013 | Q4 2015 | 11 |
LAZARD ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 10 | 1 | 0.03% | 0.06% | 0.08% | Q3 2018 | Q3 2021 | 11 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 11 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 11 |
Crossmark Global Holdings, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2021 | 11 |
CAPSTONE ASSET MANAGEMENT CO | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 11 |
FRED ALGER MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q2 2019 | 10 |
Sterling Capital Management LLC | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2017 | 10 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2021 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2021 | 10 |
Tarbox Family Office, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
AMALGAMATED BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Point72 Asset Management, L.P. | 5 | 2 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q1 2021 | 10 |
MANGROVE PARTNERS IM, LLC | 10 | 10 | 0.73% | 1.90% | 3.92% | Q2 2017 | Q3 2019 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q2 2023 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 10 |
LPL Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 9 |
ALGERT GLOBAL LLC | 9 | 9 | 0.03% | 0.08% | 0.17% | Q3 2021 | Q3 2023 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
IndexIQ Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2022 | 9 |
First Horizon Advisors, Inc. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 9 |
Horizon Kinetics | 9 | 9 | 0.04% | 0.09% | 0.25% | Q2 2013 | Q2 2015 | 9 |
ZACKS INVESTMENT MANAGEMENT | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2021 | 9 |
MEEDER ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q4 2022 | 9 |
CWM, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Lombard Odier Asset Management (Switzerland) SA | 8 | 1 | 0.01% | 0.82% | 1.47% | Q3 2014 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2019 | 9 |
NOMURA HOLDINGS INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2016 | 9 |
Apex Capital Management | 9 | 9 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q2 2015 | 9 |
Wakefield Asset Management LLLP | 9 | 9 | 0.22% | 0.31% | 0.36% | Q4 2019 | Q4 2021 | 9 |
Interval Partners, LP | 3 | 1 | 0.06% | 0.18% | 0.34% | Q2 2015 | Q1 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Quantitative Investment Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 9 |
Independent Portfolio Consultants, Inc. | 5 | 4 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2016 | 9 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Epoch Investment Partners, Inc. | 6 | 2 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q2 2023 | 8 |
Employees Retirement System of Texas | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
EQUITABLE TRUST CO | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Maryland State Retirement & Pension System | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
ALPS ADVISORS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 8 |
CapWealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 8 |
STRS OHIO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
GAM Holding AG | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
SITTNER & NELSON, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
ExodusPoint Capital Management, LP | 8 | 8 | 0.00% | 0.10% | 0.19% | Q4 2020 | Q3 2022 | 8 |
Harvest Fund Management Co., Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PARADIGM ASSET MANAGEMENT CO LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q2 2015 | 8 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 8 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 8 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Spire Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BBVA USA Bancshares, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Sageworth Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Par Capital Management | 7 | 7 | 0.06% | 0.14% | 0.32% | Q2 2014 | Q4 2015 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q3 2017 | 7 |
Hillsdale Investment Management Inc. | 6 | 1 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q1 2022 | 7 |
Pinnacle Summer Investments, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
REYNOLDS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.26% | 0.32% | 0.43% | Q2 2013 | Q4 2014 | 7 |
Capital Investment Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 7 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
THORNBURG INVESTMENT MANAGEMENT INC | 7 | 7 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 7 |
Boston Trust Walden Corp | 7 | 7 | 0.22% | 0.49% | 0.78% | Q2 2013 | Q4 2014 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
TOTH FINANCIAL ADVISORY CORP | 6 | 1 | 0.00% | 0.18% | 0.27% | Q2 2018 | Q4 2021 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
C M BIDWELL & ASSOCIATES LTD | 3 | 2 | 0.06% | 0.15% | 0.42% | Q2 2017 | Q3 2021 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
RUSSELL FRANK CO/ | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STIFEL FINANCIAL CORP | 6 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q4 2019 | 7 |
Robeco Institutional Asset Management B.V. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.22% | 0.76% | 1.33% | Q2 2021 | Q3 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q2 2022 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 7 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.26% | Q4 2016 | Q1 2018 | 6 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 6 |
Origin Asset Management LLP | 4 | 1 | 0.02% | 0.04% | 0.10% | Q3 2018 | Q3 2021 | 6 |
Full18 Capital LLC | 6 | 6 | 0.45% | 1.77% | 2.72% | Q4 2020 | Q1 2022 | 6 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2022 | 6 |
ASCEND CAPITAL, LLC | 6 | 6 | 0.12% | 0.16% | 0.22% | Q2 2017 | Q3 2018 | 6 |
Airain ltd | 2 | 1 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q1 2017 | 6 |
Solas Capital Management, LLC | 6 | 6 | 0.50% | 3.12% | 5.67% | Q4 2018 | Q1 2020 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Liberty Mutual Group Asset Management Inc. | 6 | 6 | 0.06% | 0.19% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
FIRST NATIONAL BANK OF OMAHA | 6 | 6 | 0.02% | 0.02% | 0.04% | Q1 2014 | Q2 2015 | 6 |
MARTINGALE ASSET MANAGEMENT L P | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 6 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.07% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
6 Meridian | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q2 2017 | 6 |
Point72 Europe (London) LLP | 6 | 6 | 1.53% | 2.47% | 3.74% | Q3 2020 | Q4 2021 | 6 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Zuckerman Investment Group, LLC | 5 | 5 | 2.30% | 3.47% | 4.17% | Q2 2015 | Q2 2016 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Tributary Capital Management, LLC | 5 | 5 | 0.40% | 0.54% | 0.82% | Q1 2014 | Q1 2015 | 5 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HBK INVESTMENTS L P | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Granite Investment Partners, LLC | 5 | 5 | 0.50% | 0.59% | 0.74% | Q3 2015 | Q3 2016 | 5 |
JTC Employer Solutions Trustee Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
PROFUND ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 5 |
Repertoire Partners LP | 5 | 5 | 0.00% | 0.07% | 0.25% | Q4 2021 | Q4 2022 | 5 |
EVERENCE CAPITAL MANAGEMENT INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Holocene Advisors, LP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2017 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 5 |
FIRST MERCANTILE TRUST CO | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q4 2015 | 5 |
APOGEM CAPITAL LLC | 5 | 5 | 0.35% | 0.87% | 1.17% | Q2 2021 | Q2 2022 | 5 |
Berman Capital Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 5 |
BDO Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q4 2020 | 5 |
Schubert & Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2016 | 5 |
Disciplined Investments, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 5 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q2 2023 | 5 |
Steamboat Capital Partners, LLC | 5 | 5 | 2.63% | 6.67% | 9.64% | Q2 2021 | Q2 2022 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Bowling Portfolio Management LLC | 5 | 5 | 0.07% | 0.17% | 0.26% | Q3 2019 | Q3 2020 | 5 |
Parallel Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Geneva Advisors, LLC | 5 | 5 | 0.01% | 0.32% | 0.59% | Q2 2013 | Q2 2014 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Grandeur Peak Global Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AHL Partners LLP | 3 | 1 | 0.01% | 0.14% | 0.28% | Q4 2014 | Q1 2017 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 4 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Li Winifred I | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Three Corner Global Investors LP | 4 | 4 | 2.80% | 6.24% | 10.17% | Q4 2013 | Q3 2014 | 4 |
Handelsbanken Fonder AB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WALL STREET ASSOCIATES | 4 | 4 | 0.16% | 0.20% | 0.23% | Q3 2013 | Q2 2014 | 4 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2014 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Yorktown Management & Research Co Inc | 3 | 1 | 0.04% | 0.31% | 0.43% | Q2 2013 | Q1 2022 | 4 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.08% | 0.15% | 0.22% | Q1 2018 | Q2 2021 | 4 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.01% | 0.32% | 0.69% | Q2 2013 | Q1 2016 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2014 | 4 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.22% | 0.25% | 0.27% | Q1 2021 | Q4 2021 | 4 |
Hutchin Hill Capital, LP | 3 | 1 | 0.02% | 0.05% | 0.11% | Q3 2015 | Q3 2017 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.13% | 0.15% | 0.19% | Q3 2013 | Q2 2014 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q3 2014 | 4 |
NEW AMSTERDAM PARTNERS LLC/NY | 4 | 4 | 0.77% | 0.94% | 1.08% | Q2 2018 | Q1 2019 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q2 2018 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
BlueMar Capital Management, LLC | 4 | 4 | 0.26% | 0.41% | 0.58% | Q1 2021 | Q4 2021 | 4 |
Zebra Capital Management LLC | 3 | 1 | 0.17% | 0.21% | 0.23% | Q1 2014 | Q2 2015 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Gillson Capital LP | 2 | 1 | 0.30% | 0.35% | 0.38% | Q4 2020 | Q1 2023 | 3 |
Matarin Capital Management, LLC | 3 | 3 | 0.04% | 0.20% | 0.29% | Q3 2015 | Q1 2016 | 3 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 3 |
GROUP ONE TRADING, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q2 2023 | 3 |
LOMBARDIA CAPITAL PARTNERS LLC | 3 | 3 | 0.25% | 0.29% | 0.34% | Q3 2015 | Q1 2016 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.05% | 0.09% | 0.14% | Q1 2017 | Q3 2017 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 3 | 0.04% | 0.30% | 0.71% | Q1 2021 | Q3 2021 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.23% | 0.53% | Q3 2013 | Q1 2019 | 3 |
Focused Wealth Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Blueshift Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Manchester Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 3 |
DUALITY ADVISERS, LP | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q1 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SHELL ASSET MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Mount Capital Ltd | 3 | 3 | 0.62% | 0.69% | 0.73% | Q4 2021 | Q2 2022 | 3 |
DALTON GREINER HARTMAN MAHER & CO | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q2 2017 | 3 |
Weiss Multi-Strategy Advisers LLC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.30% | 0.34% | 0.39% | Q3 2021 | Q1 2022 | 3 |
Versor Investments LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
StoneX Group Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2019 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Hillcrest Asset Management LLC | 3 | 3 | 1.61% | 1.69% | 1.82% | Q2 2021 | Q4 2021 | 3 |
683 Capital Management, LLC | 3 | 3 | 0.04% | 0.18% | 0.35% | Q1 2016 | Q3 2016 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Alpha Paradigm Partners, LLC | 3 | 3 | 0.04% | 0.25% | 0.35% | Q2 2022 | Q4 2022 | 3 |
BlackRock Japan Co. Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.03% | 0.06% | 0.11% | Q4 2022 | Q2 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.06% | 0.08% | 0.11% | Q4 2016 | Q3 2021 | 3 |
FIRST QUADRANT LLC/CA | 3 | 3 | 0.00% | 0.05% | 0.16% | Q3 2021 | Q1 2022 | 3 |
EARNEST PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SNOW CAPITAL MANAGEMENT LP | 3 | 3 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q2 2015 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q4 2022 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 3 |
Cannell Capital | 2 | 1 | 0.16% | 0.68% | 1.71% | Q1 2016 | Q2 2017 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.18% | 0.38% | 0.69% | Q2 2015 | Q1 2018 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 3 | 0.06% | 0.48% | 1.25% | Q2 2020 | Q4 2020 | 3 |
MENTA CAPITAL LLC | 2 | 1 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q1 2015 | 3 |
Lansing Street Advisors | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Gerstein Fisher | 2 | 2 | 0.36% | 0.39% | 0.43% | Q2 2013 | Q3 2013 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Scoria Capital Partners LP | 2 | 2 | 0.32% | 0.54% | 0.76% | Q2 2015 | Q3 2015 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Integre Asset Management, LLC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q3 2014 | Q4 2014 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q1 2018 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
KEELEY ASSET MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zimmer Partners, LP | 2 | 2 | 0.16% | 0.25% | 0.34% | Q3 2022 | Q4 2022 | 2 |
Azora Capital LP | 2 | 2 | 0.61% | 0.94% | 1.26% | Q1 2018 | Q2 2018 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2013 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 0.20% | 0.26% | 0.33% | Q2 2013 | Q3 2013 | 2 |
SIRIOS CAPITAL MANAGEMENT L P | 2 | 2 | 0.60% | 1.43% | 2.25% | Q2 2013 | Q3 2013 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.10% | 0.18% | 0.26% | Q2 2015 | Q3 2015 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q3 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 2 |
Maven Securities LTD | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2014 | Q2 2014 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
OBERWEIS ASSET MANAGEMENT INC/ | 2 | 2 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 2 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 0.23% | 0.26% | 0.28% | Q3 2014 | Q4 2014 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2016 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q2 2022 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
361 CAPITAL LLC | 1 | 1 | 0.32% | 0.41% | 0.50% | Q3 2018 | Q3 2019 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MAZAMA CAPITAL MANAGEMENT INC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q1 2014 | Q2 2014 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.05% | 0.08% | 0.10% | Q3 2017 | Q4 2022 | 2 |
State of New Jersey Common Pension Fund D | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q2 2022 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2018 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
WESTPAC BANKING CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AVIVA PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
STRYCKER VIEW CAPITAL LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2020 | Q4 2020 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 2.63% | 2.63% | 2.63% | Q3 2021 | Q3 2021 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Potrero Capital Research LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2015 | Q4 2015 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Piermont Capital Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
GENDELL JEFFREY L | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Key FInancial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2013 | Q1 2013 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2013 | Q3 2013 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Nair Vinay | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2014 | Q4 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Baugh & Associates, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Leap Investments LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
EA Series Trust | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2014 | Q1 2014 | 1 |
FIL Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
EAM Global Investors LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2020 | Q4 2020 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Weaver C. Barksdale & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
QS Investors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Summit Global Investments | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Invictus RG | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
EAM Investors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own VIRTUS INVT PARTNERS INC or have owned VIRTUS INVT PARTNERS INC in the past.